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Ep. 332: Miguel Gutierrez on Argentina's Transformation, Latin American Opportunities, and Private Market Arbitrage. Oct 30, 2025

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Miguel Gutiérrez is a Partner and Head of Private Markets, at The Rohatyn Group (TRG) - a global asset manager that specialises in emerging markets and real assets. Prior to joining TRG in October 2004, Miguel served as the Chairman and CEO of the Telefónica Group in Argentina and Chairman of Grupo Concesionario del Oeste S.A. He also served as the non-executive Chairman of YPF S.A. from April 2016 to December 2019. Earlier in his career, Miguel held numerous senior positions at J.P. Morgan, including Head of Global Emerging Markets Sales, Trading, and Research. In this podcast, we discuss:

Importance of upcoming Mexico's USMCA negotiations with US

US's new approach to Latin America

How private markets work in Latin America

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Ep. 331: Gordon Hanson on US Manufacturing Fetishisation, Job Loss, and the Middle Class Oct 23, 2025

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Gordon Hanson is the Peter Wertheim Professor in Urban Policy at Harvard Kennedy School and Academic Dean for Strategy and Engagement at Harvard Kennedy School. He is best known for his research on the labour market consequences of globalisation, including pioneering work on the China trade shock. Hanson's current research addresses the causes and consequences of regional job loss, the effectiveness of place-based policies in alleviating regional economic distress, and how the energy transition will affect local labour markets. This work is part of the Reimagining the Economy project at the Kennedy School, which Hanson co-directs with Dani Rodrik. In this podcast we discuss America's historical obsession with manufacturing from the Industrial Revolution to today, manufacturing job losses and their impact on non-college workers, how traditional economics fails to measure human flourishing beyond consumption, and much more.

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Ep. 330: Paul Cavey on US-China Trade War, Japan Politics and Taiwan Imbalances Oct 16, 2025

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Paul Cavey is a China-focused Asia economist with twenty-five years of experience covering the region. He runs East Asia Econ. Previously, he was a macro strategist in the global bond team at Wellington Management, head of China economics at Macquarie Securities and chief China economist at the Economist Intelligence Unit. In this podcast we discuss US-Chine trade war escalation, state of China's economy and Japanification, PBoC's next move, and much more.

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Ep. 329: Shiloh Bates on CLO Risks, Private Credit and Macro Read-Through Oct 10, 2025

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Shiloh Bates is a Partner and Chief Investment Officer. Prior to that, he was a Managing Director at Benefit Street Partners. During his 20-year career, Mr. Bates has worked for several CLO managers and has been one of the largest investors in CLO securities. He wrote the book, CLO Investing with a focus on CLO Equity and BB Notes. He is also the host of the CLO Investor Podcast. In this podcast we discuss private credit boom, growth in covenant-lite loans, industry concentration in CLOs, and much more.

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Ep. 328: Diane Coyle on GDP, Digital Gaps and Invisible AI Economy Oct 02, 2025

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Diane Coyle is the Bennett Professor of Public Policy at the University of Cambridge. She is the Research Director at the Bennett School of Public Policy. Diane's latest book is 'The Measure of Progress: Counting What Really Matters'. Her own research focuses on productivity, the digital economy and AI policy, and economic measurement. She has been writing about the effects of digital technologies since her first book, 'The Weightless World', in 1997. Diane is currently a member of the UK Government's Industrial Strategy Council, the New Towns Taskforce, and advises the Competition and Markets Authority. She has served previously in a number of public service roles including as Vice Chair of the BBC Trust, member of the Competition Commission, and of the Natural Capital Committee. Diane was awarded a DBE in 2023 for her contribution to economics and public policy. In this podcast we discuss the inadequacy of GDP measurement, missing the digital economy; dealing with free digital services, how to measure productivity in services, and much more.

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Ep. 327: Ryan Hass on China's Patient Power Play, and US-China Relations Sep 25, 2025

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Ryan Hass is director of the John L. Thornton China Center and the Chen-Fu and Cecilia Yen Koo Chair in Taiwan Studies at Brookings. He is also a senior fellow in the Center for Asia Policy Studies. Ryan focuses his research and analysis on enhancing policy development on the pressing political, economic, and security challenges facing the United States in East Asia. Before Brookings, Ryan served as the director for China, Taiwan and Mongolia at the National Security Council (NSC) staff. Prior to joining the NSC, Ryan served as a Foreign Service Officer in US Embassy Beijing. Ryan is the author of 'Stronger: Adapting America's China Strategy in an Age of Competitive Interdependence'. In this podcast we discuss China's strategic worldview and 'rightful place' in world, US-China relations, China playing hardball with Europe, and much more.

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Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks Sep 18, 2025

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Jon Turek is the founder and CEO of JST Advisors, a hedge fund advisory service that publishes a weekly research note with global macro trade ideas. JST Advisors works closely with hedge funds on developing asymmetric macro trade ideas and market themes. Outside of JST Advisors, Jon worked as a portfolio manager at Brevan Howard and as an analyst at Moore capital. In this podcast we discuss whether the US labour market normalising or signalling recession, how much will Fed end up easing, impact of AI capex on US growth, and much more.

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Ep. 325: Chris Hughes on Misunderstood Fed Chairs, Fed Balance Sheet and Offshore Dollars Sep 11, 2025

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Chris Hughes is an economist and author who now serves as Chair of the Economic Security Project, a leading nonprofit advocating for economic power for all Americans. Chris was a cofounder of Facebook. He is the author of 'Fair Shot: Rethinking Inequality and How We Earn' and 'Marketcrafters'. In this podcast we discuss understanding market crafters that use state power to shape markets, importance of Bretton Woods collapse in late 1960s/1970s, Eurodollar and offshore dollar markets, and much more.

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Ep. 324: Alberto Gallo on Western Debt Crisis, Real Assets and US Surprises Sep 03, 2025

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Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments. Previously, he ran macro credit research at RBS in London and served in senior research roles at Goldman Sachs in New York, Bear Stearns in New York and London, and Merrill Lynch in London. In this podcast we discuss the Western debt crisis, monopolisation and rising inequality, demographic problems, and much more.

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Ep. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management Aug 28, 2025

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Jonathan Xiong is the founder and CEO/CIO of Arrowpoint Investment Partners, a new Asia-focused hedge fund. Prior to starting Arrowpoint, Jonathan was the Co-CEO of Millennium Management Asia for five years. Before that, he was Head of Fixed Income Alternatives and the lead Portfolio Manager for the GS Global Opportunities Fund at Goldman Sachs Asset Management (GSAM) for seven years. Prior to joining Goldman Sachs, Jonathan was a Managing Director and Senior Portfolio Manager at Mellon Capital Management for 11 years in the Systematic Global Macro team. This podcast covers investment philosophy, alpha, risk premia, quant, multi-manager/pod shops, and much more.

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